Purpose Financial Planning 5 S Charlotte St, Edinburgh EH2 4AN

Purpose Financial Planning

12 Reviews
  • Friday8:30 AM–5:30 PM
  • SaturdayClosed
  • SundayClosed
  • Monday8:30 AM–5:30 PM
  • Tuesday8:30 AM–5:30 PM
  • Wednesday8:30 AM–5:30 PM
  • Thursday8:30 AM–5:30 PM
Purpose Financial Planning 5 S Charlotte St, Edinburgh EH2 4AN

About the Business

Purpose Financial Planning - Independent Financial Advice | Purpose Financial Planning. Financial advice that is straight to the point and gets your money working for you.

Contacts

Call Us
+441313805712
5 S Charlotte St, Edinburgh EH2 4AN

Hours

  • Friday8:30 AM–5:30 PM
  • SaturdayClosed
  • SundayClosed
  • Monday8:30 AM–5:30 PM
  • Tuesday8:30 AM–5:30 PM
  • Wednesday8:30 AM–5:30 PM
  • Thursday8:30 AM–5:30 PM

Features

  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
  • Toilets

Recommended Reviews

Bill Gallacher
19.03.2024
Purpose Financial Planning
Having dealt with other financial advisors, I was happy when I found Andy and when Andy set out on his own, I was glad to be one of his first clients, being able to meet and discuss my needs, I fully trust Andy to look after my finances and I am more than happy to endorse Purpose Financial Planning.
David Lamb
13.03.2024
Purpose Financial Planning
Having taken the decision to follow my wife into early retirement, we felt it essential to seek professional financial advice.Andrew Reynolds was recommended by a mutual acquaintance (a lawyer) and we became his clients around 4 years ago.From the outset, we have been impressed by his professionalism, patience and attention to detail in guiding us through tax, pensions, investment and personal finance matters.Communications in all formats is excellent, welcoming and always friendly.When Andrew made the decision to set up Purpose Financial Planning, we were delighted that he agreed to keep us on as his clients and we still continue to benefit from his invaluable support.
Anne
12.03.2024
Purpose Financial Planning
Andy provides a highly professional and efficient service. He has always given me sound guidance and advice commensurate with my circumstances and expectations, and I have full confidence in his judgment
Alan Wickham
12.02.2024
Purpose Financial Planning
Andy truly is an expert at what he does. Couldn’t be happier with his services.
Mary Hagan
18.01.2024
Purpose Financial Planning
A professional and efficient service. I would highly recommend this company to anyone needing financial guidance or advice.
Robin Bairner
21.12.2023
Purpose Financial Planning
Had a chat with Andy about all aspects of my family's financial health and found it extremely useful. He was good enough to take an hour to talk through a range of options and investments that are best suited to our situation and left me feeling confident about the next steps to take.

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5 S Charlotte St, Edinburgh EH2 4AN
Purpose Financial Planning